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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: New York City, New York

Salary: $173K - $200K

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries. Details below.

Your role

We’re looking for an Associate Director, Portfolio Advisory Group International Strategist to:

• Deliver customized asset allocation and portfolio construction advice to the firm’s top international financial advisors and their ultra-high net worth (UHNW) clients.
• Synthesize the firm’s intellectual capital for financial advisors and their UHNW clients.
• Meet directly with UHNW clients to help drive net asset growth for the firm.
• Form key strategic partnerships internally with cross functional teams including those with field leaders and peers.
• Contribute to the production of original investment content for internal and external distribution.
• Collaborate with key partner groups such as wealth planning, philanthropy, and banking to effectively deliver all of the strategies and solutions available for the firm’s UHNW clientele.

Qualified Applicants apply through sh-profrecruitinggwm@ubs.com. Please reference 001392. NO CALLS PLEASE. EOE/M/F/D/V

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

You’ll be working in the Global Wealth Management team in New York, New York.

Your expertise

• Education & Experience Requirement
Bachelor’s degree in Business Administration, Finance, Economics, or a related field of study and three (3) years in the offered role or as a Head of Advisory and Sales, Product Specialist, Equity Research Associate, Latin America Equity Research, or a related occupation.

• Position requires experience with the following:
• working in wealth management, private banks or asset management firms, focusing on international and cross-border business;
• strong knowledge of global financial markets;
• multi-asset class portfolio construction;
• ability to articulate research and implement in a portfolio context;
• working with and presenting to international high net worth and UHNW clients;
• familiarity with UHNW non-investment solutions including wealth planning, philanthropy and banking;
• traditional and non-traditional investments, including, but not limited to, Hedge Funds, Private Equity, Private Real Estate, Structured Solutions, Separately Managed Accounts, Mutual Funds, and Exchange Traded Funds;
• Ability to obtain investment manager search and selection FINRA series 7 (must be obtained within 90 days after hiring) and 66 license (must be obtained within 180 days after hiring); and
• Ability to obtain CFA (Chartered Financial Analyst), CAA (Chartered Asset Allocator), CPA, or CAIA (Chartered Alternative Investment Analyst) designation (must be obtained within 90 to 180 days after hiring).About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Salary information

CA, CO, WA and NY based roles: The salary range for this role is $173,451-$200,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.